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Salesforce Maps: Territory Planning Review

1

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Sales, Field Sales

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Description of Salesforce Maps: Territory Planning

Territory Planning inside the World’s #1 CRM. Territory Planning on Salesforce Maps is integrated, intelligent and impactful. It takes planning out of excel and balances territories with an advanced optimization engine to create higher ACV quota performance and revenue growth.

Reviews

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Type of review

Revainrating 5 out of 5

Good planning and management software

I like that you can customize your map to fit what is needed for each territory or account, it makes things much easier than if we had just one base plan without customization options which would be very difficult with so many territories/accounts in our organization! It's not easy as some of my colleagues are used to when they were working at other companies where all their plans could have been customized per client needs but here there isn't an option unless its pre-made templates available.

Pros
  • The ability create customer journeys.
  • Ability track progress thru stages / milestones & updates accordingly via excel files generated automatically every weekday morning before managers head into work..we use them everyday!! They make planning way more efficient especially considering everyone works remote nowadays due too COVID19 pandemic restrictions..I'd say 90+% uses these reports daily!!! :)
Cons
  • It is hard to say